See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,464 | $111,754-74.5% | $103,333-72.5% | $145,922-80.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | -32.31% | 24.77%-57.1pp | 24.88%-57.2pp | 561.29%-593.6pp |
| Employer contribution / active EE | $2,750 | $4,212-34.7% | $3,868-28.9% | $4,660-41.0% |
| Participant deferral / active EE | $5,320 | $5,619-5.3% | $5,057+5.2% | $6,688-20.5% |
| Admin fee / account holder | $14,902 | $9,750+52.8% | $8,355+78.4% | $13,397+11.2% |